membersy
Clerri (membersy) is a cloud-based dental membership plan platform serving 20,000+ dentists, 5,000+ independent practices, and all top 10 US DSOs, automating subscription-based care plans and PMS-integrated billing for uninsured and underinsured patients.
- Company typePrivate
- Founded2015
- HeadquartersAustin, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What membersy does
Clerri (operating under the membersy legal entity and now marketed as Clerri) is a cloud-based dental membership plan software platform headquartered in Austin, Texas. The company enables dental practices, group practices, and Dental Support Organizations (DSOs) to create, administer, and automate subscription-based membership plans for patients who are uninsured or underinsured, targeting the estimated 100M+ Americans without adequate dental coverage. The platform integrates directly with leading Practice Management Systems (PMS), allowing staff to surface savings opportunities and enroll patients with a single click from existing schedule views, and automates enrollment, billing, renewals, communications, and payment processing.
The product lineup consists of the Clerri Care Membership Platform (core offering) and Clerri Bridge (integration module), with an AI- and data-analytics-enhanced version announced for early 2026. Underlying capabilities include natural language processing for task automation, payer-mix optimization analytics, and staff reward/engagement tooling. The platform is HIPAA, SOC 2 Type I, and PCI DSS compliant and operates as a licensed discount medical plan operator (Clerri LLC, with California plans administered through The CDI Group). Reported customer outcomes include 76% more visits, 146% more procedures, and 172% higher cash production versus cash-pay baselines.
Clerri's business model is SaaS subscription-based, charging dental practices and DSOs a recurring fee for platform access; practices then collect monthly or annual membership fees directly from patients. The company sells through direct enterprise sales to DSOs, inside sales for mid-market groups, and a self-serve motion for independent practices. As of latest disclosures, Clerri serves 20,000+ dentists across all 50 US states, 5,000+ independent practices, 200+ group practices, and all of the top 10 DSOs, including Heartland Dental, Smile Brands, TAG/The Aspen Group, MB2 Dental, and others. Total disclosed funding to date is approximately $106.3M across five rounds, with Spectrum Equity leading a $66M round in September 2021 and two completed acquisitions (The CDI Group in 2019 and Kleer in 2024).
membersy firmographics
Firmographics- Name
- membersy
- Legal name
- Clerri LLC
- Website
- https://membersy.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Clerri (membersy) is a cloud-based dental membership plan platform serving 20,000+ dentists, 5,000+ independent practices, and all top 10 US DSOs, automating subscription-based care plans and PMS-integrated billing for uninsured and underinsured patients.
- Ownership category
- akta.pro rank
membersy industry classification
Industry- Product category
- Dental Membership Plan Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms) (HLABAKAN)
- akta.pro secondary industry
- Membership/Subscription & Direct-Pay General Dentistry Practices (HLABAAAI)
Keywords
Where membersy is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
membersy business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Dental Membership Plan Subscriptions: Clerri provides a dental membership plan platform where dental practices offer subscription-based membership plans to patients. Patients pay periodic membership fees (monthly or annual) in exchange for access to discounts on dental services. The platform enables practices to generate recurring subscription income.
- Practice Membership Revenue: Practices utilizing Clerri's platform generate recurring subscription revenue from patient membership fees, creating stable income even when offices are closed. This reduces reliance on dental insurance reimbursements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Flexible payment options for dental membership plans |
| Subscription | Annual | Annual payment option for dental membership plans |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels11 records
membersy product offering
Product offeringCore offering
membersy (operating as Clerri) sells a cloud-based dental membership plan software platform to dental practices, group practices, and Dental Support Organizations (DSOs). The platform enables dental providers to create, manage, and automate subscription-based membership plans for their patients, including enrollment, billing, renewals, communications, payment processing, and patient attraction tools, and integrates directly into existing Practice Management Systems.
Product overview
Clerri is a dental membership plan software platform offering a unified solution consisting of the Clerri Care Membership Platform (core product) and Clerri Bridge (add-on module). The platform enables dental practices, groups, and DSOs to create, manage, and automate subscription-based dental membership plans, handling enrollment, billing, renewals, communications, and payments. The system integrates directly with Practice Management Systems (PMS) and serves over 20,000 dentists across 5,000+ independent practices and 200+ group practices.
Differentiator
Problem solved
Functional benefit
Products and services
- Clerri Care Membership Platform Subscription-based dental membership plan platform that enables dental practices, group practices, and DSOs to create, manage, and automate in-house membership plans for their patients, including enrollment, billing, renewals, communications, and payment processing, with direct integration into existing Practice Management Systems.
Quantifiable outcome
- 76% more patient visits compared to cash-pay patients
- +3 more outcomes
Companies that use membersy
Customer profileNamed customers16 records
Segments2 records
Ideal customer profiles2 records
membersy technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature5 records
membersy partnerships and signals
Strategic signalScale indicators8 records
Recent moves5 records
Expansion highlights4 records
membersy competitors and assessment
Company assessmentDirect peers
- BoomCloud: Direct competitor offering a dental membership plan platform for practices and DSOs, with similar focus on subscription-based patient plans, automated billing, and PMS integrations — most directly comparable offering to Clerri's core product.
- DentalHQ: Dental membership plan software provider targeting independent practices and DSOs with recurring patient billing and plan management features. Competes head-to-head with Clerri in the same workflow and customer segment.
- Kleer: Was a direct dental membership platform competitor before being acquired by membersy/Clerri in May 2024. Historically competed in the same DSO and group-practice market with a comparable subscription-membership model.
Broad incumbents
- Henry Schein One: Dominant dental practice management and patient engagement software provider (Dentrix, Demandforce, Lighthouse 360, etc.). Represents a broad incumbent whose PMS platforms could bundle native membership features and compete with Clerri at the workflow level.
- Curve Dental: Cloud-based dental practice management software serving DSOs and group practices. Comparable in serving the same enterprise dental segment with workflow software that could expand into membership-plan functionality.
- Open Dental: Established open-source dental practice management software widely used by independent practices. Relevant incumbent on the PMS side whose platform integrations and feature roadmap directly affect Clerri's distribution and competitive positioning.
Emerging players
- NexHealth: Patient experience platform for dental and medical practices offering scheduling, patient communication, and payments. Emerging player with overlapping workflows to Clerri's enrollment/billing automation, especially around patient-facing digital engagement.
- Weave: Patient communication and practice growth platform widely adopted in dental practices, including texting, reviews, scheduling, and payments. Adjacent SaaS competitor for the practice's front-office workflow and patient engagement budget.
- tab32: Cloud-based dental practice management and electronic health record software with a focus on DSOs. Comparable in serving multi-location dental groups with workflow SaaS that overlaps Clerri's DSO target segment.
Others
- CareCredit: Patient financing product from Synchrony Financial widely used in dental practices for out-of-pocket procedures. Adjacent ecosystem player addressing the same patient affordability gap that Clerri's membership plans target, but via credit rather than subscription.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
membersy social profiles
Digital presencemembersy compliance and trust
Trust signalCompliance3 records
membersy financial estimates
Financial estimateRevenue estimate
Valuation estimate
membersy leadership team
Management profileNumber of profiles
Profiles3 records
membersy funding detail
Funding detailFunding overview
Funding rounds5 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
membersy M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about membersy
What does membersy do?
membersy (operating as Clerri) sells a cloud-based dental membership plan software platform to dental practices, group practices, and Dental Support Organizations (DSOs). The platform enables dental providers to create, manage, and automate subscription-based membership plans for their patients, including enrollment, billing, renewals, communications, payment processing, and patient attraction tools, and integrates directly into existing Practice Management Systems.
Is membersy a public or private company?
membersy is a private company. It is classified as venture growth investor backed and is currently operating.
When was membersy founded?
membersy was founded in 2015. It employs 51 to 100 people.
Where is membersy based?
membersy is headquartered in Austin, United States, in the North America region.
How does membersy make money?
Two revenue lines are on record. Dental Membership Plan Subscriptions are the primary driver. The others are practice Membership Revenue.
Who are membersy's main competitors?
Direct peers on record are BoomCloud, DentalHQ and Kleer. Broad incumbents are Henry Schein One, Curve Dental and Open Dental. Emerging players are NexHealth, Weave and tab32. CareCredit is listed as an others.
Does membersy have an API?
No public API is recorded for membersy.
What industry is membersy in?
membersy's product category is Dental Membership Plan Software. Its primary akta.pro industry code is HLABAKAN, Dental Support Services Organizations (Non-Clinical MSO/Back-Office Platforms), with a secondary code of HLABAAAI, Membership/Subscription & Direct-Pay General Dentistry Practices. Its NAICS code is 513210 and its SIC code is 7372.